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Showing 1–16 of 19 results

  • Easing the pain of the NIIT on your estate plan

    January / February 2021
    Newsletter: Tax Impact

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: The 3.8% net investment income tax (NIIT) can negatively affect one’s estate plan. This is especially true if assets include an investment portfolio, because the NIIT can increase the tax on capital gains, taxable interest and other investment income, thus reducing the amount of wealth available to loved ones. This article explains ways to ease the tax bite of the NIIT on an estate plan.

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  • How large should your sales staff be?

    March / April 2020
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: Based on current and projected sales in a dealership’s part of the country, how does a dealer know the ideal size for its sales staff? This article describes steps a dealer can take, including considering monthly gross profits, to determine a store’s optimal sales staff level.

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  • How large should your sales staff be?

    Spring 2020
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: Based on current and projected sales in a dealership’s part of the country, how does a dealer know the ideal size for its sales staff? This article describes steps a dealer can take, including considering monthly gross profits, to determine a store’s optimal sales staff level.

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  • Digital assets and your estate plan – This asset type requires special planning

    February / March 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: The digital revolution has touched virtually every aspect of our lives. The result is that one likely has at least a handful of “digital assets.” These assets may include personal assets, such as online bank and brokerage accounts, and business assets, such as a company’s website, domain name, client databases and electronic invoices. This article explains that, as with all assets, a person needs to account for them in their estate plan.

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  • Spotlight on fraud in the manufacturing industry

    Fall 2016
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: The ACFE has published its 2016 Report to the Nations on Occupational Fraud and Abuse. This article discusses how much fraud typically costs, the most common scams in the manufacturing industry and cost-effective ways to combat fraud to reduce losses and detect wrongdoing faster.

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  • Title VII in the courts – Exercise caution when considering transfer requests

    July / August 2016
    Newsletter: Employment Law Briefing

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: When might denying an employee’s transfer request be considered an adverse employment action under Title VII and Section 1983? This article considers the question, looking at an Eighth Circuit case in which a white male employee alleged discrimination when he was denied a lateral transfer. The article outlines what plaintiffs must prove to establish a prima facie case of discrimination. Bonenberger v. St. Louis Metropolitan Police Dept., No. 14-3696, February 11, 2016 (8th Cir.)

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  • Where you hang your hat – Your state domicile impacts multistate taxation

    Spring 2016
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: The laws about multistate taxation are complex and they vary from state to state. And, while many states offer credits for taxes paid to other states, these credits aren’t always available. This article provides an overview of some of the concepts related to multistate taxation, such as domicile, residence and income source. It also lists a variety of factors that courts and taxing authorities consider when determining domicile.

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  • Why executives pose the greatest occupational fraud risk

    July / August 2015
    Newsletter: Advocate's Edge / Litigation Support

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: Although they aren’t the most likely people to commit occupational fraud, owners and executives can cause the most damage. This article discusses warning signs — including extravagant spending habits and an unwillingness to cooperate with internal investigations and outside auditors — that an executive is committing fraud. It also explains how certain management and operational factors, such as lax internal controls, make executive fraud easier to perpetrate.

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  • Wright v. Irish: Which expert is right?

    May / June 2015
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: For a variety of reasons, valuation experts sometimes arrive at widely divergent conclusions. Perhaps two qualified experts relied on different assumptions and facts. Or maybe one expert failed to perform in-depth analyses, made an overt error or used an appraisal technique that isn’t widely accepted in the valuation community. This article highlights a recent case that outlines common reasons for gaps between dueling experts — and helps explain why courts may decide to side with one expert over another. John Wright v. Jeffrey B. Irish and Mary Irish, NY Sup. Ct., Index No. 2111/2014, Nov. 7, 2014.

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  • Impressing your surety in an iffy economy

    Winter 2015
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: With the ups and downs in today’s economy, it can be difficult for a construction business to demonstrate that it deserves a solid “thumbs up” from its surety that its bonding capacity is all that it should be. This article describes the financial indicators that particularly interest sureties and what a contractor needs to do to improve them.

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  • Customer growth – Evolution by design

    Year End 2013
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: Borrowers seeking to grow their business have several expansion strategies from which to choose. And lenders should analyze these tactics carefully. This article discusses such options as internal growth, buying another company, and entering into a joint venture. It also looks at the benefits and limitations inherent in a company’s projected financial statements.

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  • Guideline public company method: Pros and cons

    July / August 2013
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: In determining the value of a private business, valuators often look at other companies, whether they are privately owned or public. This article discusses how the guideline public company method, a variation of the market approach, can be useful — as long as its drawbacks are understood. The article notes that, if used appropriately, the guideline public company method can provide valuable insight into the factors driving a particular industry’s market value.

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  • Board member responsibilities – Power in their hands

    October / November 2010
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: The responsibilities of board members don’t end with the skills they bring to the table. Nonprofit executives need to make sure that these members understand their fiduciary duties, which they are legally required to fulfill. This article discusses the duties of a fiduciary, along with issues involving liability and conflict of interest.

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  • When is the right time to make charitable donations?

    March / April 2010
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: Is it better to make charitable gifts during one’s lifetime, or charitable bequests after death? It can depend on a variety of factors, such as marital status, income and estate tax considerations, one’s degree of certainty about future financial needs, or whether a foreign charitable organization is an intended beneficiary. Giving to charities can be an excellent decision, but it’s important to consult a tax, legal or accounting professional to explore the ins and outs of making lifetime gifts and charitable bequests.

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  • Help ensure a successful future for your firm with a succession plan

    January / February 2010
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: All too often business owners get so bogged down in the daily grind of running their companies that they fail to adequately plan for their futures. A well-thought-out succession plan will help an owner pass on responsibility for running the company to a successor. If children are involved in the business or there’s another logical successor, it’s important to start grooming that person as early as possible. If selling to family members isn’t feasible, other options include selling the firm to employees through an employee stock ownership plan (ESOP), setting up a management buyout, or selling to an outside buyer. But it will be important to upgrade business processes before finding potential buyers and marketing the business to them.

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  • Rebate review – Offering incentives can mean extra income all around

    Summer 2009
    Newsletter: Manufacturer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: Regardless of how your supply chain operates, cash back can be a motivator across the board — from distributors to retailers to consumers. That’s why rebate and incentive programs are a solid way for manufacturers to boost their bottom lines. This article discusses a variety of ways you can leverage cash-back incentives to move inventory and increase profitability.

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